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PODCAST

Agency Intelligence: The Insurance Podcast Network

Agency Intelligence

The Agency Intelligence Podcast Network is the top insurance podcast network with many unique series that let you hear from both insurance agency owners and insurance industry influencers. Learn from real insurance agents in real insurance agencies, get the latest and greatest that thought leaders in the insurance industry have to offer, and more!

business management

All Episodes

66:48

Stuff About Money: Episode 64: Am I Getting a Good...

Agency Intelligence: The Insurance Podcast Network ·

2024/05/21

Money is a flash point in marriages. Throw in income disparity between spouses and you have even more opportunity for complex, emotionally charged conflict. In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, ChFC®, BFA™ and Xavier Angel, CFP®, ChFC®, CLTC, invite Dr. Matt Morris, couple's counselor and perennial contributor to the show, to discuss potential pitfalls for couples if they are not engaging in regular, healthy conversations about money. You will walk away with an

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40:34

Insurance Producers Podcast: Mastering Time:...

Agency Intelligence: The Insurance Podcast Network ·

2024/05/21

Join Cyrus Jaffery on the Insurance Producers Podcast, sponsored by Quotamation, as he sits down with Jason Cass. In this episode, Jason shares expert advice on delegation, time blocking, and consistency in the insurance industry. Discover actionable strategies for boosting productivity, overcoming challenges, and staying focused amidst industry shifts. Don't miss Jason's insights on the truths of insurance and the growth of Indy-Tech at the upcoming conference. Tune in now!

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30:49

Millionaire Insurance Producer: Throwback: Admit it....

Agency Intelligence: The Insurance Podcast Network ·

2024/05/20

Admit it. Go ahead. Admit that you win a lot of new business by being the agent who offers a cheaper priced quote than your competitor. It's ok. Go ahead and admit. Why? Because that's a good thing. A very good thing. Price is very important. Price is so important, actually, that you'd be doing yourself a disservice to ignore it. In fact, you will set far FEWER new business appointments if you do NOT talk about price. In this throwback episode of the Millionaire Insurance Producer podcast, host

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44:10

Agency Freedom: E153: Chris Cline On Legacy and...

Agency Intelligence: The Insurance Podcast Network ·

2024/05/17

In this episode, James talks with Chris Cline, the Executive Director of the Agents Council for Technology with Big I. To learn more about Agents Council for Technology with Big I, visit https://www.independentagent.com/act. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at

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30:04

Millionaire Insurance Producer: Your Most-Profitable...

Agency Intelligence: The Insurance Podcast Network ·

2024/05/16

(First, go check out www.microniche.club to see what this is all about) - Do you feel like you're struggling setting enough new business appointments or not winning enough new clients? If that's the case for you, I would say it's likely due to a lack of focus in a narrowly defined Micro-Niche. Most producers struggle or don't make the kind of income they want or know they're capable of making because they are prospecting on the WRONG types of accounts. In this episode of the Millionaire Insurance

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41:30

GPP: How to Look Past the Product and Focus on Advice...

Agency Intelligence: The Insurance Podcast Network ·

2024/05/15

In an insurance industry that is so set on selling products, how do you focus on selling your advice and expertise? Mike Brown, founder of Unbreakable Wealth, joins us to discuss the value of being an expert and selling that expertise. He takes a wealth coach's viewpoint to advice, understanding how to ask the right questions and unlocking a client's inner wisdom to finding solutions. From flying jets in the Navy, founding and selling a company, coaching other founders and more, Mike is able to draw

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33:25

The MVP Podcast: Talkin’ Tech with Danny Lawrence |...

Agency Intelligence: The Insurance Podcast Network ·

2024/05/15

In this episode of "Talkin' Tech" on the MVP Podcast, Danny Lawrence sits down with Elliot Bassett, President of Ellerbrock-Norris, Co-Founder of LAUNCH, and Co-Host of Getting Past the Premium Podcast. Elliot talks about how to effectively identify client issues and provide impactful solutions. It is crucial to thoroughly understand their unique challenges and requirements. Finishing with how you differentiate from competitors and effectively communicating the urgency and benefits of your

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20:39

Power Women In Insurance: Why is "Virtual" So Scary?...

Agency Intelligence: The Insurance Podcast Network ·

2024/05/15

In this episode of Power Women In Insurance, Teresa Kitchens explores the stages and opportunities for virtual options inside an agency. Key Topics: Exploring the concept and challenges of virtual agencies Variability in virtual setups from partial to fully remote Essential tools for virtual work include VOIP and VPNs Gradual adaptation starting with flexible work policies Importance of maintaining culture and security in virtual setups Virtual teams enhance productivity and geographic

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39:09

Whitney Ricci: The Value Of A Quick No.

Agency Intelligence: The Insurance Podcast Network ·

2024/05/14

In this episode of Agency Intelligence podcast, host Jason Cass interviews Whitney Ricci, President of Ricci Insurance Group. Key Topics: Introduction to Whitney Ricci and her unique approach to insurance The journey of scaling Ricci Insurance Group from scratch The strategic decision to over-hire and the benefits of having a “bench” Importance of data-driven decisions in refining business operations The transformative impact of selective client engagement and saying "no" Whitney’s advice on

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41:35

Agency Freedom: E152: Niki Henley On Winning In The...

Agency Intelligence: The Insurance Podcast Network ·

2024/05/10

In this episode, James talks with Niki Henley, Owner of Extra Mile Insurance Solutions. To learn more about Extra Mile Insurance Solutions, visit https://www.extramileins.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency Freedom group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@jamesjenkins.com with ideas, requests, complaints or

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19:05

Power Women In Insurance: Leadership Through A Hard...

Agency Intelligence: The Insurance Podcast Network ·

2024/05/08

In this episode of Power Women In Insurance, Teresa Kitchens discusses how to lead in this market and how to make a difference in the future of this industry. Key Topics: Importance of leadership in today's challenging insurance market Broadening the definition of leadership beyond official titles The role of awareness and proactive steps in effective leadership Mental health and operational efficiency in leadership roles How to innovate and inspire within a team setting Encouragement of

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31:20

GPP: New Insurance Producers Need to Overcome These...

Agency Intelligence: The Insurance Podcast Network ·

2024/05/08

There are hurdles that new producers in the insurance industry must overcome. Ryan Garzon, Partner at Keyes Coverage Insurance, joins us to discuss those hurdles – and how to get past a short-sighted mindset that holds back so many firms. Learn the benefits of splitting commissions, saying no to certain clients, focusing your time and energy in the right place and more. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies:

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28:57

Stuff About Money: Episode 63: Security, Hope and...

Agency Intelligence: The Insurance Podcast Network ·

2024/05/07

Mother’s Day seems like a silly holiday! Well, at least that's the perspective of guest hosts Missy Garcia and Grace Angel on the Stuff About Money podcast. In this episode, Erik Garcia, CFP®, ChFC®, BFA™, and Xavier Angel, CFP®, ChFC®, CLTC, step back as their daughters take the lead in discussing the significance and value of their mothers and mothers everywhere. Episode Highlights: Grace and Missy share their perspectives on Mother's Day. (1:07) Erik discusses how mothers provide security,

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28:57

Elliot Bassett: Unveiling Effective Strategies For...

Agency Intelligence: The Insurance Podcast Network ·

2024/05/07

In this episode of Agency Intelligence podcast, host Jason Cass interviews Elliot Bassett, President of Ellerbrock-Norris, Co-Founder of LAUNCH, and Co-Host of Getting Past the Premium Podcast. Key Topics: Impact of Apple Podcast's algorithm changes on listener numbers Transition to a consultative selling model at Elliot’s firm Importance of effective prospecting in sales Building and maintaining Centers of Influence (COI) Structured referral process introduction Utilizing technology to

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30:12

Millionaire Insurance Producer: Throwback: Get Off My...

Agency Intelligence: The Insurance Podcast Network ·

2024/05/06

There are a lot of male, pale, and stale insurance agents out there who think winning a new client by anything other than with a handshake and a "napkin deal" is unethical. Well, I kindly disagree. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht explains why the BOR is an ETHICAL instrument used by the policyholder to ensure great service. And, also, how you can use it to win new clients. Episode Highlights: Charles shares a story about his neighbor

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47:10

Agency Freedom: E151: Interviewing The RiskWell Exec...

Agency Intelligence: The Insurance Podcast Network ·

2024/05/03

In this candid and revealing conversation, James interviews the three most senior members of the RiskWell team. This special two-part episode gets into origin stories, and personal anecdotes and goes deep into how RiskWell operates in the marketplace. To learn more about RiskWell, visit https://www.riskwell.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency

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38:40

Rough Notes Front Cover, May 2024: Shawn Myers, Iron...

Agency Intelligence: The Insurance Podcast Network ·

2024/05/01

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Shawn Myers, CEO of Iron Insurance Partners, the agency featured on the May 2024 front cover of Rough Notes Magazine. Key Topics: Shawn Myers reacts to his agency being featured on Rough Notes Magazine's cover Discussion on the merger that formed Iron Insurance Examination of the synergies between merged agencies Overview of Iron Insurance's risk management

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43:20

GPP: AI is Changing the World. Where Insurance is...

Agency Intelligence: The Insurance Podcast Network ·

2024/05/01

Where are we at in the AI journey in the insurance industry? Aaron Ammar, Co-Founder & CEO at Brightside AI, joins the show to discuss AI's adoption, the right vs. wrong debate, the rapid pace that AI is evolving, efficiencies in your agency, and more. Enjoy the episode! Episode Links: Ellerbrock-Norris: https://www.ellerbrock-norris.com Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com Brightside AI: https://brightsideai.com LAUNCH: https://getlaunch.io/ Elliot Bassett:

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29:48

Jackson Fregeau: Building Smarter Agencies Through...

Agency Intelligence: The Insurance Podcast Network ·

2024/04/30

In this episode of Agents Influence podcast, host Jason Cass interviews Jackson Fregeau, Co-Founder & CEO of Quandri. Key Topics: Background of Jackson Fregeau and the inception of Quandri. The evolution and potential of RPA in financial services. Challenges and solutions in deploying automation in the insurance industry. Quandri's specific automation solutions for insurance agencies. The role of RPA in reducing manual tasks and increasing operational efficiency. Future prospects for RPA

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45:43

Agency Freedom: E150: Interviewing The RiskWell Exec...

Agency Intelligence: The Insurance Podcast Network ·

2024/04/26

In this candid and revealing conversation, James interviews the three most senior members of the RiskWell team. This special two-part episode gets into origin stories, and personal anecdotes and goes deep into how RiskWell operates in the marketplace. To learn more about RiskWell, visit https://www.riskwell.com. Visit https://www.jamesjenkins.com/podcasts/agency-freedom/ to join our email list and catch up on episodes you may have missed. Connect with Agency Freedom on Facebook at the Agency

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2,091 results

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